Clearstead Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Clearstead Advisors’s Portfolio HIFS Stock Details HIFS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$271K	Buy
2023 Q2	$155K	Hold
2023 Q1	$169K	Hold
2022 Q4	$200K	Hold
2022 Q3	$182K	Hold
2022 Q2	$206K	Hold
2022 Q1	$249K	Hold
2021 Q4	$304K	Hold
2021 Q3	$244K	Hold
2021 Q2	$211K	Hold
2021 Q1	$206K	Hold
2020 Q4	$157K	Hold
2020 Q3	$133K	Hold
2020 Q2	$122K	Hold
2020 Q1	$105K	Buy
2019 Q4	–	Sell
2019 Q3	$255K	Hold
2019 Q2	$267K	Hold
2019 Q1	$232K	Hold
2018 Q4	$267K	Buy